Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.
Our Wealth Advisors will work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures. This ensures that you get the best from both your personal wealth and business.
10 Steps to Wealth Accumulation
- Use appropriate legal structures to protect your assets and minimise tax
- Keep your accounting and tax compliance up to date
- Reduce your tax liability through tax planning and tax effective investing
- Plan, manage and invest your cash flow
- Make all your loans tax effective ones
- Apply discipline to investment decisions
- Use superannuation to build a tax-free income in retirement
- Protect your major asset – your income earning ability
- Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
- Devise and implement an estate plan to minimise tax for your beneficiaries